Total Return | 4.59 | 0.31 | 9.83 | 6.63 | 0.53 |
Category Average | 6.19 | -3.72 | 7.34 | 11.65 | 1.34 |
Assets for Each Yr* | 0.72 | 0.82 | 1.19 | 1.25 | 1.24 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 0.53 | 4.51 | 6.84 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$1,244 mil | $2,500 | 14.49 | 85.51 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | -- | -- | -- | -- |
International Stock | -- | -- | -- | -- |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | 5.0 | 10.69 | 1.64 | Above Avg |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Miller Convertible Bond I | 56 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Miller Convertible Bond I | 56 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Miller Convertible Bond I | 0.95 | -- | ||
Miller Intermediate Bond I | 1.25 | -- | ||
Miller Convertible Plus I | 4.00 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Miller Convertible Plus I | 4.00 | -- | ||
Miller Intermediate Bond I | 1.25 | -- | ||
Miller Convertible Bond I | 0.95 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Miller Convertible B | Greg Miller | 6.30 | ||
Miller Convertible P | Michael Miller | 2.30 | ||
Miller Intermediate | Greg Miller | 2.30 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Miller Convertible P | Michael Miller | 2.30 | ||
Miller Intermediate | Greg Miller | 2.30 | ||
Miller Convertible B | Greg Miller | 6.30 |